Building App Chains for DeFi in 2025
summary
Argues 2025 makes app chains viable by combining the hyperliquid playbook—native order books with subsecond finality, revenue from day one, and 200,000 TPS order processing—with new primitives: native stablecoins that route yield to chains (USDH example), transaction lanes and collocation (AWS Tokyo) for HFT, vaults that bootstrap liquidity for markets, rapid frameworks (ABCI+RET, sovereign SDKs), programmable sequencers, sub-100ms blocks and sub-second oracles, and small five‑engineer teams building production app chains.
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chapters (18)
- 0:00App chains in DeFi
- 0:48Dark ages of app chains
- 1:08Hyperlquid’s app chain playbook
- 1:50Four pillars of 2025 app chains
- 2:31Bootstrapping liquidity with vaults
- 3:13Collocation opportunities
- 3:58Stable coins and revenue sharing
- 5:03Transaction lanes and block space
- 5:46New app chain frameworks
- 6:51Custom cores vs adoption
- 7:32Subsecond block times
- 8:17Programmable sequencers
- 8:39DeFi to high-frequency trading
- 9:19Market microstructure innovation
- 10:01Latency-based fees
- 10:46Low-latency oracle integration
- 11:30Golden age of app chains
- 12:32Vaults as primitives
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